Associate Account Executive, Senior Living- CAC

About the role

Responsible for a blend of internal delivery activities and client facing functions; working independently on assigned Middle Market accounts with guidance as needed from Senior Account Executive/Team Lead and Complex accounts with direction from Senior Account Executive/Team Lead. Backup for Senior Account Manager responsibilities.

Responsibilities

• Request and compile necessary information in advance of renewal strategy meeting (e.g. summary of account activity, loss summaries, state of the market information, etc.).
• Requests apps and renewal expectations from the underwriters; obtaining necessary renewal materials from incumbent/new insurance carriers including, but not limited to, any applications and supplemental information required for underwriting purposes (e.g. audited financial statements, organizational charts, etc.).
• Set-up internal/external renewal strategy meetings with Senior AE/Producer and client.
• Participation in internal/external renewal strategy meetings.
• Request renewal data from the client – exposure workbook, applications, etc., reviews the data for changes when it is received back; forward renewal request materials to the client, while managing renewal deadline, following-up as needed with client for requested renewal data.
• Once client renewal data is received, coordinate the client submission materials for distribution to Senior AE/underwriters.
• Create client proposal to include, but not limited to quote analysis, marketing summary, coverage, and financial comparisons for review by senior team members.
• Determine if Premium Financing is needed and obtain quotes.
• Complete binding process – review binder for accuracy, process binder and invoices in EPIC, create confirmation/evidence of coverage for delivery to client noting any subjectivities and issuance of invoice to client.
• Ensure completion of internal/external Surplus Lines requirements (invoicing and diligence as necessary).
• Manage the certificate renewal process with clients to determine requirements and insure timely and accurate issuance.
• Day to day client service including, but not limited to:
• Respond to mid-term client inquiries/requests in partnership with other service and broking colleagues.
• Request carrier endorsement; ensure timely and accurate completion of endorsement requests.
• Resolve client level accounting issues including discrepancies and fee agreements.
• Insurance Contract Reviews with assistance as necessary.
• Maintain record/management of expiration dates on assigned accounts and coordinate with the CAC client team on new/renewal process/timeline.
• Maintain and manage open items listings with clients and team.
• Strong understanding of all coverages serviced by the team.
• Establish and maintain a good business relationship with clients, insurance carriers and colleagues.
• Maintain accurate policy detail in Agency Management System.
• Directs and reviews work of Junior Account Manager with guidance as needed.

Qualifications

• Bachelor’s degree preferred
• 3+ years of relevant work experience required
• Ability to work in a fast-paced environment
• High level of professionalism and confidentiality
• Ability to train other team members in duties & responsibilities of Junior Account Manager role
• Manage assigned duties with independent decision-making authority
• Proactive and can separate and combine tasks into efficient workflow
• Strong verbal and written communication skills
• Attention to detail & time management skills
• Proficient in Microsoft Office products to include Word, Excel & PowerPoint

Pay

$90-100k

Schedule

N/A

Benefits

N/A